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Pinnacle Wealth Planning Services’s NuScale Power SMR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.84K Buy
682
+48
+8% +$541 ﹤0.01% 2205
2026
Q1 		$6.87K Sell
634
-386
-38% -$5.87K ﹤0.01% 2149
2025
Q4 		$14.5K Buy
+1,020
New +$29.2K ﹤0.01% 1860
2023
Q4 		– Sell
-16,067
Closed -$78.7K – 516
2023
Q3 		$78.7K Buy
+16,067
New +$106K 0.01% 429

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its NuScale Power (SMR) stake by 7.6% in Q2 2026, buying an estimated $541 and bringing the position to 682 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Pinnacle Wealth Planning Services first reported a position in SMR in Q3 2023 and has held it in 4 quarters since. The position peaked at $78.7K in Q3 2023. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 682 shares of NuScale Power worth $6.84K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 48 NuScale Power shares in Q2 2026, an estimated $541.
  • NuScale Power made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2205 holding.
  • Pinnacle Wealth Planning Services first reported a position in NuScale Power in Q3 2023 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's NuScale Power position peaked at $78.7K in Q3 2023.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.